Financial Advisor - Guardians Credit Union
LPL Financial
About this role
A Financial Advisor at Guardians Credit Union, associated with LPL Financial, provides comprehensive financial services to credit union clients. This role involves servicing an existing book of business and cultivating new client relationships, leveraging the credit union's referral system to achieve financial solutions for members in the community.
Skills
Qualifications
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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About LPL Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for LPL Financial.
Salary
$40k – $60k
per year